Evercore
EVR
410 hedge funds and large institutions have $4.92B invested in Evercore in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 26 closing their positions.
246% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 26
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more capital invested
Capital invested by funds: $3.96B → $4.92B (+$967M)
17% more funds holding
Funds holding: 351 → 410 (+59)
0.17% more ownership
Funds ownership: 89.01% → 89.18% (+0.17%)
3% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 141
34% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $17.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$72.1M |
| 2 |
Goldman Sachs
New York
|
+$65.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$52.5M |
| 4 |
Millennium Management
New York
|
+$42.9M |
| 5 |
Morgan Stanley
New York
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$34.5M |
| 2 |
JCM
Junto Capital Management
New York
|
-$29.4M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$28.4M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$24.3M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$19.7M |
EVR Hedge Fund Activity: Q1 2021 in Review
410 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2021, worth a combined $4.92B — up 24% from $3.96B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new EVR positions and 26 closed out — a net gain of 64 holders — while 137 added to existing stakes and 141 trimmed.
The largest buyer was Jane Street, adding an estimated $72.1M. The largest seller was Wellington Management Group, cutting an estimated $34.5M.
- 410 institutional investors held Evercore (EVR) as of Q1 2021, up from 351 in Q4 2020.
- Funds reported $4.92B of Evercore stock for Q1 2021, up 24% quarter-over-quarter.
- 90 funds opened new Evercore positions in Q1 2021 and 26 closed out, a net change of +64 holders.
- The largest Evercore buyer in Q1 2021 was Jane Street, an estimated $72.1M added.
- The largest Evercore seller in Q1 2021 was Wellington Management Group, an estimated $34.5M sold.
Based on aggregated 13F filings for Q1 2021.